Thinning the Junior Mining Herd Tough but Necessary: Philip Ker
Source: Brian Sylvester of The Gold Report  (4/12/13)
A dearth of financing is culling the junior mining herd. Who will be left? Philip Ker, a mining analyst with PI Financial in Toronto, believes cash-flow generators in safe jurisdictions will continue to perform in this market. In this interview with The Gold Report, Ker talks about a few favorite companies that fit the bill. More >

Arie Papernick: A New Mining Investment Landscape Explained
Source: Brian Sylvester of The Metals Report  (4/9/13)
Life is difficult for junior resource companies. Not only are stocks and commodity prices moving sideways, but tax changes in Canada may signal less friendly treatment for exploration investment. But not all is grim, according to Arie Papernick, the head of equity capital markets at Secutor Capital Management Corp. in Toronto. In this interview with The Metals Report, Papernick says investors can still make money if they focus on companies that are producing or near production with an attractive capital structure and strong balance sheets. Royalty plays are another favorite. He reveals that the next big opportunity may be coming in the energy metals space. More >

The Casey Downturn Millionaires' Message: Why David Galland Is Answering His Broker's Calls Again
Source: JT Long of The Gold Report  (4/5/13)
Natural resource investors have experienced a tough year. The price of gold bullion has fallen from its 2011 highs and the prices of good junior companies have been slashed to as little as half their former valuations. All the more reason to start returning broker phone calls according to David Galland, Casey Research managing director, speaking on the Friday eve of the webinar he is moderating that features some of the biggest names in the industry.

The webinar, "Downturn Millionaires: How to Make a Fortune in Beaten-Down Markets," features Casey Research Founder Doug Casey, Sprott Global Resource Investments Founder Rick Rule, International Speculator Editor Louis James, "Endgame" Author John Mauldin and Diary of a Rogue Economist Editor Bill Bonner. In this interview with The Gold Report, Galland shares the motivation behind assembling this all-star cast for a golden wake-up call.
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Jeb Handwerger Follows the Smart Money to Undervalued Miners
Source: Brian Sylvester of The Gold Report  (4/1/13)
Investors unsure of which way to turn in this market need only watch the "smart money," says Jeb Handwerger, the editor and publisher of GoldStockTrades.com. Billionaires like John Paulson and Carlos Slim are plucking up mining investments on the cheap. In this interview with The Gold Report, Handwerger shares his favorite discount buys. More >

International Gold Analyst Christos Doulis Names Four Miners that Could Make Money at the Margins—and One that Probably Won't
Source: Brian Sylvester of The Gold Report  (3/29/13)
Christos Doulis travels the world for Stonecap Securities looking for mining companies that can contain costs; companies that can't contain costs because of rising labor and energy bills are not profiting from higher gold prices. From Mexico to Europe and Canada, he has singled out four companies that could actually make money for shareholders—and one that probably won't. And for those not ready to pick one company, Doulis, in this Gold Report interview, names his first small royalty company selection that could profit from the current challenging financing environment. More >

Precious Metals the Antidote to Fiat Currency Threat: International Resource Specialist Peter Krauth
Source: Brian Sylvester of The Gold Report  (3/27/13)
Peter Krauth, resource specialist for Money Map Press, considers the precious metals space an overarching requirement for investors. He sees value in every sector, although he admits it takes a contrarian mindset to see the opportunity among stocks that have been trending down for as long as 18 months. In this Gold Report interview, Krauth shares names from majors to mid caps to royalty companies, including those in the platinum group metals space, where supply-and-demand tensions will move the price of palladium up. More >

Market Technician Jordan Roy-Byrne's Charts Predict Precious Metals Will Outperform
Source: Alec Gimurtu of The Gold Report  (3/25/13)
Jordan Roy-Byrne, editor and publisher of TheDailyGold Premium, was able to achieve some marked success in last year's choppy market by buying growth-oriented producers. After the broader market tops out, Roy-Byrne is watching for the same stocks to outperform again. In this Gold Report interview, Roy-Byrne talks about how a decoupling in the market between stocks and gold is an indication he's right about buying stocks with relative strength, and growing cash flow and production. More >

Mexico's Guerrero Gold Belt, Home of Low-Cost Gold Production and Analyst Merrill McHenry's Favorite Miners
Source: Brian Sylvester of The Gold Report  (3/20/13)
The Guerrero Gold Belt, a sexy, new, developing mining district in the state of Guerrero, Mexico, has attracted some exciting explorers that have unearthed key discoveries. While several companies have gone on land-grabbing sprees, there's still good news: the Guerrero is growing. Merrill McHenry, metals and mining analyst with Industrial Alliance Securities in Toronto and an expert on the area, believes the Guerrero could be more than twice as large as it's currently defined—potentially becoming one of the largest gold districts in the world. McHenry tells The Gold Report
which companies are strategically positioned to grow and develop within the Guerrero Gold Belt. He also discusses the impact of the evolving Cyprus financial crisis on gold.
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Will We See a Silver Breakout in 2013?
Source: JT Long of The Gold Report  (3/13/13)
Silver has been trading sideways so far in 2013, but what will the rest of the year bring? Will 2013 be the year silver prices break out or crash and burn? What is a sustainable silver price for mining companies and where will the metal come from to supply the next generation of industrial and investment demand? Most important, how can investors make money off this volatile sector? These were the burning questions The Gold Report took to analysts, money managers and heads of silver mining companies. The answers may surprise you. More >

Repositioning into Royalties for Richer Returns: Kwong-Mun Achong Low
Source: Brian Sylvester of The Gold Report  (3/8/13)
Royalty plays may have once been strictly the domain of larger companies, but smaller names are shifting gears to enter the space. Can the smaller players make the numbers work for their shareholders? Kwong-Mun Achong Low, an analyst with Jennings Capital, believes they can. Achong Low tells The Gold Report about which juniors are making the leap into royalties. More >

Leonard Melman: Are You Prepared for Hyperinflation?
Source: Brian Sylvester of The Gold Report  (3/6/13)
As looming inflation, currency wars and a possible run on gold threaten to derail markets, Leonard Melman, author of The Melman Report, is setting his sights on the midtier and near-term producers that he wants to scoop up when the blood is in the streets. In this interview with The Gold Report, Melman explains why gold, silver and the companies bringing them out of the ground could do very well in the second half of 2013.
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Eric Sprott: Central Bankers Are Gaming Gold
Source: JT Long of The Gold Report  (3/4/13)
Some people may look at the stock market and see economic recovery. Eric Sprott of Sprott Asset Management and Sprott Money looks at myriad other economic indicators and sees an economy still in decline. Despite his suspicions that central banks are keeping gold prices artificially low, he tells The Gold Report that he favors gold, platinum, palladium and especially silver, over the near and long term. More >

Bullion: Bring It On—Sprott Precious Metals Round Table Webcast
Source: Special to The Gold Report   (3/4/13)
When it comes to bullion enthusiasts, you're unlikely to find more ardent fans than those in the Sprott Group of Companies. Three of its leading experts, Eric Sprott, John Embry and Rick Rule, joined the Sprott Precious Metals Round Table webcast and conference call on February 12, with John Budden serving as host. The Gold Report summarized this treasure trove of knowledge for readers. Bottom line: While their bullishness on gold and silver has been common knowledge for years, the addition of the platinum group metals (PGMs) to the Sprott fold of precious metals trusts brings an intriguing new dimension to the bullion mix. More >

Mike Berry's New Secret for Finding Winners—Optionality
Source: Brian Sylvester of The Gold Report  (2/27/13)
You will not find it in the dictionary, but a company's "optionality"—the condition of having choices—signals its chances of success according to Dr. Michael Berry. In this Gold Report interview, Berry, the editor of Morning Notes and discoveryinvesting.com, talks about junior mining firms in Nevada and Mexico that display optionality and sustainability in a market stuck in the mire. More >

Value Market in Gold Will Work for Patient Investors: Jocelyn August
Source: George S. Mack of The Gold Report  (2/27/13)
Even in a depressed gold market, knowing your catalysts in mining stocks is indispensable and is still the fundamental yardstick for buy-sell decisions. Senior Analyst Jocelyn August of San Diego-based Sagient Research understands the impact that events can have on your portfolio, and she has mastered the art and science of fortunetelling by keeping an eye on the calendar and those occurrences that will move shares. In this interview with The Gold Report,
August discusses top ideas that should move investors out of winter and into stocks with a shiny golden future. More >

Spotting the Miners That Can Survive the Long Capital Drought: Eric Coffin
Source: Peter Byrne of The Gold Report  (2/25/13)
In order to make wise investment decisions, gold investors must coldly assess economic realities, says Eric Coffin. As the publisher of Hard Rock Analyst Advisories, Coffin tracks a range of gold explorers with the bling to weather the long capital drought. He has figured out how to separate the winners from the losers and, in this interview with The Gold Report, he shares the names of some strong ventures. More >

Discover 35 Mining Stocks with Potential: Henk Krasenberg
Source: Brian Sylvester of The Gold Report  (2/22/13)
Henk Krasenberg, founder of the European Gold Centre, is back from the INDABA Mining Conference in South Africa with plenty to report. He has seen a sea change in mining in Africa over the last few years; countries are growing more confident and have a greater awareness of mining's potential. In this interview with The Gold Report, Krasenberg provides a European perspective on a whole slew of miners working in Africa, as well as in all corners of the world. More >

David Baker's Three Must-Haves for the New Generation of Gold Companies: Accountability, Accountability and Accountability
Source: Brian Sylvester of The Gold Report  (2/18/13)
Mining companies have lost the trust of investors, says David Baker, managing partner at Baker Steel. Baker sees the gold market as at a watershed point and the miners must change to stay afloat. In this interview with The Gold Report, Baker sets out his prescription for nursing the industry back to health. Will the restrictions his company and other investors are putting on gold companies increase reporting clarity, investor trust and money earned? More >

Buy Gold Stocks Like a ROTH Capital Price Taker
Source: Sally Lowder of The Gold Report  (2/13/13)
The risk-reward profile of resource companies resemble those of healthcare and biotech companies, according to Brian Post, an analyst at ROTH Capital Partners, an investment bank dedicated to the small-cap public market. Part of Post's mission is to educate his institutional clients about the value to be found in the resource sector. The value to be found in Mexico as a mining jurisdiction is one of the first lessons he offers. In his first interview with The Gold Report, Post focuses on Mexican silver names and ventures to both North and South America to talk copper. More >

The Case for Silver Outpacing Gold
Source: Miguel Perez-Santalla, BullionVault  (2/13/13)
"A lot of talk on the web right now says silver is significantly undervalued versus gold." More >

John Williams: How to Survive the Illusion of Recovery
Source: JT Long of The Gold Report  (2/8/13)
There is no economic recovery, and there are no signs that a recovery is coming, says Shadowstats.com author John Williams. In this Gold Report interview, he blames mal-adjusted inflation statistics for creating an alternate reality that overestimates economic activity in a way that is unsustainable. Williams warns that eventually the painful truth will be so difficult that even government manipulation won't be able to deny it and that is when hyperinflation will take its toll on those who have not taken his advice for preserving purchasing power and securing wealth. More >

Ian Gordon: Economic Winter Could Thaw Gold Equities
Source: Brian Sylvester of The Gold Report  (2/6/13)
Ian Gordon has said it before: We're on the edge of an economic maelstrom that will breathe new life into the gold exploration industry. While his cautionary tales may be beginning to sound like the boy who cried wolf, Gordon, the founder and chairman of Longwave Group, gives some persuasive evidence to support his doomsday scenario for the greater market. In this Gold Report interview, Gordon talks about what he forecasts as an unprecedented period of growth and investment in gold, which is just about to get underway as the market sinks. More >

Chen Lin Places His Bets on Self-Financing Producers
Source: Zig Lambo of The Gold Report  (2/4/13)
The tough financing markets of the past few years have taken their toll on many junior resource companies, as continuing needs for capital have led to dilution and lower stock prices. In this tricky environment, Chen Lin likes to place his bets on companies that can minimize dilution through internal cash flow that helps to finance expansion and exploration activities. In this interview with The Gold Report, Lin talks about how he has played the difficult market in 2012 and where he sees some of the best opportunities in 2013. More >

Harry Dent: Roller Coasters, Megaphones, Addictions and Comas—What Kind of Economy Is This?
Source: JT Long of The Gold Report  (2/1/13)
Booms and busts in the economy are based on predictable demographic cycles such as those studied by Harry Dent, founder of HS Dent, chairman of SaveDaily.com and author of "The Great Crash Ahead: Strategies for a World Turned Upside Down." In this Gold Report interview, Dent predicts a global crash between mid-2013 and early 2015, in an ongoing decade of economic coma. For now, gold and gold equities are great investments, but when the crash comes, read on to find out what he suggests will be a good sector until the echo generation enters the workforce and starts buying potato chips and houses. More >

Michael Fowler: The New Strategy for Adding Value to Junior/Midtier Gold (Hint: It's Not by Making Big M&A Deals)
Source: Brian Sylvester of The Gold Report  (1/30/13)
A lackluster U.S. economy is creating a positive environment for gold, according to Michael Fowler, senior mining analyst with Loewen, Ondaatje, McCutcheon Ltd. By calculating ounces-in-the-ground values and assessing risk, Fowler has concluded that the junior/midtier sector offers the best growth potential. He expects to see companies of all sizes try to control costs instead of looking for mergers and acquisitions to add value. Read on in this Gold Report interview for Fowler's take on companies that he believes fit the bill. More >